* Preparing meeting packs
* Long Term Career Progression
Job Title: Entry Level Financial Planning Administrator
Industry: Financial Services
Location: Bath/ Cheltenham
Salary: Up to £23,000
Job Reference: 9028
Job Description:
Looking to kickstart your Financial Planning career?
Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath or Cheltenham. If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no further.
This client has an emphasis on work/life balance and strives to be a positive workplace for their staff, offering a range of exceptional benefits and a friendly environment.
Duties Will Include:
* Processing new business
* Producing quotes
* Preparing meeting packs
* Completing and processing paperwork
* Client liaison
* Diary management
* General administration duties
* Benefits Include But Not Limited To
Benefits:
* 4 X DIS
* Private Medical Insurance
* 25 Days Holiday
* 5% Pension Contribution
* Long Term Career Progression
* Sociable Office - Regular Days Out
* Exam Support
Skills And Experience Required
* Ability to multitask
* Problem solving skills
* Excellent communication skills - both written and verbal
* Ability to work independently and as a team
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bath on an Administrator role.
Our commitment to you:
* Start every journey with a conversation to find out about you in-depth.
* Provide honest feedback on where you fit in the jobs market.
* Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
* Take a holistic mindfulness approach - career happiness is rarely just about the money.
* Cover the whole of the UK with a local touch through our regional teams.
* Never pester you.
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